Shafiq Kassam
Financial Planner
BA
I go beyond building investment plans, I build personalized financial plans
Phone
Office Location
I have been working in the financial services industry since 1997, with a focus on fostering strong client relationships and helping customers achieve their personal financial goals. I hold Bachelor of Economics degree from the University of Calgary. I look forward to working with you.
Certificates
BA
Languages
Gujarati
Katchi
Hindi
Frequently asked questions
What does a financial planner do?
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Your Unique Goals
Knowing that you have a plan for tomorrow will help you concentrate on getting more out of life — today.
TD Wealth Financial Planning
Your priorities are important to us. We can work together towards your goals, and can help with:
Market Perspectives: The New Market Regime: More Paths to Performance
The TD Wealth Asset Allocation Committee provides its latest views on asset classes, where investing opportunities may arise, and future scenarios for global economies and interest rates.
TDAM: Tax & Retirement Planning Guide
At TD Asset Management Inc. (TDAM), we understand the importance of tax planning to investors. There are many tax-efficient investment vehicles available to Canadians to help maximize after-tax income and grow their investment portfolios.
The retirement homestretch: A 5-year checklist
This checklist may help alleviate some of your retirement worries.
Your Goals, Our Priorities
We will work together to help you manage, grow, and protect your wealth. Our tailored services are designed to help meet your unique goals and priorities - no matter how complex they are.
We'll help you identify your priorities and create a plan to address your specific needs. We can help with:
- Protecting your assets
- Maximizing your charitable giving
- Finding tax strategies and solutions
- Arranging your estate and trust planning
The goals and dreams you and your family share for your work and career, well-being, home, lifestyle and legacy.
Hank, Janice & Eldon's Story - Growing Opportunity
Growing opportunity for a Farming Family
As businesses grow, it can be difficult to understand all aspects of it. Obtaining financial advice can help you see opportunities for growth.
Hank and Janice have been farming together since they were married and then their kids got involved. They relied on TD Wealth for financial advice to help make prudent decisions as they kept growing and for the next generation.
Let's connect to learn how I can help develop strategies to support your personalized financial plan.
Our Steps To Preparing A Plan Uniquely Yours
Build Net Worth
We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve.
Protect What Matters
By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage.
Implement Tax-Efficient Strategies
We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it.
Leave a Legacy
Your legacy is important to us. We’ll help you create a plan that provides for your top priorities and optimizes the transfer of your wealth.
Trending Articles
Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.
Record-breaking IPO makes its market debut: Now what?
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Record-breaking IPO makes its market debut: Now what?
The first of a series of expected mega-IPOs has made its debut. Beyond the hype investors should be focusing on the fundamentals, according to Vitali Mossounov, Head of Public Equities with TD Asset Management.
After you sell your business: A practical guide on what to do next
Article
After you sell your business: A practical guide on what to do next
Don’t let cash sit idle for weeks and months. If you’re expecting a big payout from selling your business, here are key tax and planning questions you should raise with your advisors.
Can Sumaya help her granddaughter buy a first home one day?
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Can Sumaya help her granddaughter buy a first home one day?
Sumaya is planning ahead for her granddaughter’s future. A First Home Savings Account (FHSA) may offer tax benefits, flexibility and growth potential.